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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held this wonderful stock for the last 4 years and am very reluctant to make any changes. However it has become a fairly large position in my equity portfolio i.e 11%. What are the risk/rewards comparing it to an AQN or SIS which are on my radar ( i know they are in different sectors). What would be a comfortable level in a portfolio bearing in mind that I remember you guys suggesting a few years back that a good company should be held indefinitely.

Thanks

Peter
Read Answer Asked by Peter on May 25, 2016
Q: Hi, PBH stock has been under constant selling pressure, after hitting an all time high of $59.81, one day after the quarterly release. I know, co. missed earning estimates, but outlook and growth expected from additional sandwich capacity coupled with C&C acquisition should be quite positive. Technically stock seems to be quite weak and may even go lower. Is there a reason to worry ? I have a full 5% position and would appreciate your comments. Thanks
Read Answer Asked by rajeev on May 25, 2016
Q: My partner and I are retiring soon on a portfolio of around a million dollars, comprised of more than 50 stocks. Compared to your Balanced model portfolio (22 stocks), the number of stocks I have in my portfolio seems to be too many. I have both large & mid cap stocks (85% of portfolio) and small cap growth stocks (15%) in the portfolio. The percentage I've allotted to each stock is not equal. Some of the smaller riskier stocks could be as low as 1% weighting in the total portfolio. My questions are (1) Is this a good investment strategy to include both balanced safer equity and higher growth riskier equity in a portfolio? (2) What should be the optimal number of stocks in a large portfolio? (3) Is there a general rule of thumb for the weighting of each stock category (large cap, mid cap & small cap)? I want to make sure that what I've done is correct, especially since we are retiring soon. THANK YOU IN ADVANCE.
Read Answer Asked by Esther on May 25, 2016
Q: Moody's have just basically downgraded William Hill's cash flow from Positive to Stable. I believe those ratings agencies may have self-serving motives in doing so but they must be considered nonetheless. The general slant of the article is negative. What is your team's opinion of the article and rating.

Thank you
Clarence
Read Answer Asked by Clarence on May 25, 2016
Q: I have a small position in SRU.UN and it has done very well. I noted your comment about valuation. I was looking at TMC as the stock I would switch to. I would certainly like the divvy uptick. Could you flesh out TMC's prospects a bit more and tell me what you think of this move? If you have an idea for a better trade please mention that.

TIA
Read Answer Asked by Gerald on May 25, 2016
Q: GBN, Gibson Energy Inc., is a transporter of oil & gas products which has dropped a lot in value.Your comments on its debt,worthiness as an investment & some companies you'd consider better choices if you don't like this one would be appreciated.Thanks, as always, since you've saved me from myself many times.
Read Answer Asked by Dave on May 25, 2016
Q: I have held a position in PWF for several years and have been disappointed recently. I fear it is collateral damage to low interest rates and too much exposure to that dinosaur of the 21st century - the mutual fund. Maybe it is time for me to move on but think there may be some link between PWF and Wealthsimple. I think the last mentioned may be a privately held recent start-up in the fin-tech space. Could you help me , please. Thank you for all you do.
Read Answer Asked by Bill on May 24, 2016
Q: I could only find a limited number of questions on this company so my apologies if this question has been asked.

The catalyst to move the price of this company appears to be its obtaining a bank license. Assuming that license is awarded, what kind of impact do you expect it to have on the share value? I know you don't engange in target pricing but is this an absolute game changer for the company and one that you would expect to have a significant impact on share price or should we view it more as another building block for the firm where the impact on valuation will be more muted?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 24, 2016
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